Private Client Associate - Boca Raton, FL

Janney Montgomery Scott LLC•Boca Raton, FL

4d•$50,000 - $70,000

About The Position

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that have outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful. Come join Legacy Wealth Advisors a high-performing, five-person advisory team seeking a highly productive Private Client Associate to join and support our practice. As a Private Client Associate you will play an integral role in the success of the Legacy Wealth Advisors team. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.

Requirements

10 + years of client engagement, customer relations or service skills
Proficient skills in Word, Excel, PowerPoint, Outlook, and Salesforce.
Able to work effectively in a fast paced, deadline-oriented environment
Strong attention to detail
Able to work effectively as part of a team
High ethical standards
High School diploma; Associate’s or Bachelor’s degree preferred

Nice To Haves

Series 7, 63 and 65, or 66 (preferred but not required)
Prior office experience preferred but not required

Responsibilities

Client Communications – Support client communications through phone, email, and written correspondence by providing timely, accurate responses and coordinating follow-up in accordance with firm policies and procedures.
Workflow Management – Manage and track daily service workflows to support timely and accurate completion of requests; coordinate with Financial Advisors and internal departments to ensure tasks are processed appropriately.
Money Movement – Assist with the processing of client money movement requests, including deposits, transfers, and distributions, in accordance with firm guidelines and supervisory requirements.
Administrative Management – Perform and oversee administrative functions related to account servicing, documentation, and record maintenance while adhering to regulatory requirements and firm standards.